Patrice Goodwin

As a partner, I specialize in providing comprehensive tax services to trusts and estates, as well as high-net-worth individuals, particularly those involved in private equity. My expertise in these areas allows me to navigate the complexities of wealth management with confidence and precision.

Building strong relationships with clients and colleagues is something I deeply value, and I’m proud to see the growth and progress my team achieves year after year. My role allows me to make a meaningful impact on the lives of my clients and colleagues. By delivering tailored tax solutions and fostering those important connections, I strive to bring both expertise and compassion to everything I do.

I hold a B.A. from the University of Massachusetts Boston and a J.D. from Suffolk University Law School. Staying connected to industry trends is important to me, which is why I actively participate in professional organizations such as the Massachusetts Society of CPAs (MassCPAs) and the Maryland Association of CPAs (MACPA).

Outside of work, I strive to set a positive example of work life balance for my three children by spending quality time with my family, and embracing opportunities to travel, read, and explore new experiences together.